Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPC (Edgewell Personal Care Company) | 16.72% | -24.65% | -19.91% | -13.77% | -12.37% | -7.28% | -4.14% | … | … |
Data as of 06/04/2026, Common starting date is 03/27/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPC (Edgewell Personal Care Company) | 03/27/2000 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 13.30 | -24.65 | -19.91 | -13.77 | -12.37 | -7.28 | -4.14 | … | … | 16.72 | -47.95 | -6.83 | -3.48 | -14.34 | 34.26 | 12.17 | -17.11 | -37.11 | -18.63 | -6.86 | -38.46 | 20.90 | 37.80 | 4.44 | 6.24 | 19.01 | 13.14 | -51.71 | 57.96 | 42.62 | 0.16 | 32.35 | 34.62 | 46.46 | -10.88 | -8.57 |
| Sharpe Ratio | NA | -0.86 | -0.79 | -0.56 | -0.40 | NA | NA | … | … | 0.14 | -1.24 | -0.45 | -0.28 | -0.45 | 1.04 | 0.17 | -0.50 | -1.28 | -0.96 | -0.27 | -1.12 | 0.96 | 1.96 | 0.17 | 0.22 | 0.64 | 0.30 | -0.93 | 1.95 | 1.67 | -0.08 | 1.15 | 1.49 | 1.24 | -0.36 | -0.24 |
| Standard Deviation(%) | NA | 43.72 | 33.59 | 33.05 | 36.90 | NA | NA | … | … | 43.88 | 41.25 | 23.13 | 25.65 | 35.20 | 32.79 | 68.23 | 37.25 | 30.25 | 20.07 | 26.34 | 34.23 | 21.71 | 19.23 | 26.57 | 28.16 | 29.55 | 43.56 | 56.25 | 28.32 | 23.54 | 24.92 | 27.20 | 22.78 | 36.50 | 37.68 | 63.77 |
| Draw Down(%) | NA | 41.35 | 61.60 | 67.00 | 80.06 | NA | NA | … | … | 32.93 | 52.61 | 18.04 | 24.37 | 36.72 | 25.87 | 45.54 | 42.54 | 40.83 | 30.68 | 16.56 | 49.38 | 14.49 | 15.29 | 18.37 | 21.19 | 24.07 | 34.26 | 72.40 | 18.39 | 17.44 | 28.76 | 21.83 | 20.76 | 25.73 | 43.27 | 37.37 |
| Yield(%) | 0.00 | 2.23 | 1.47 | 1.26 | 0.40 | 0.97 | 0.97 | … | … | 0.89 | 1.79 | 1.64 | 1.56 | 1.30 | 1.75 | 0.49 | 0.00 | 0.00 | 0.00 | 0.00 | 1.04 | 1.87 | 2.21 | 1.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/27/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPC (Edgewell Personal Care Company) |
-32.37%
May 2015 – May 2018 |
-29.40%
Mar 2015 – Mar 2020 |
-15.18%
Jun 2015 – Jun 2025 |
-8.46%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPC (Edgewell Personal Care Company) |
41.21%
Oct 2001 – Oct 2004 |
36.51%
Oct 2001 – Oct 2006 |
16.17%
Oct 2001 – Oct 2011 |
15.60%
May 2000 – May 2015 |
Annualized Rolling Returns Comparison Chart